RESEARCH FUNDAMENTALS Measurement instruments
2276 Am J Health-Syst Pharm—Vol 65 Dec 1, 2008
RESEARCH
FUNDAMENTALS
Validity and reliability of measurement instruments
used in research
CAROLE L. KIMBERLIN AND ALMUT G. WINTERSTEIN
CAROLE L. KIMBERLIN, PH.D., is Professor; and ALMUT WINTERSTEIN,
PH.D., is Associate Professor, Department of Pharmaceutical
Outcomes and Policy, College of Pharmacy, University of Florida,
Gainesville.
Address correspondence to Dr. Kimberlin at the Department
of Pharmaceutical Outcomes and Policy, College of Pharmacy,
University of Florida, P.O. Box 100496, Gainesville, FL 32610
(kimberlin@cop.ufl.edu).
The authors have declared no potential conflicts of interest.
Copyright © 2008, American Society of Health-System Pharma-
cists, Inc. All rights reserved. 1079-2082/08/1201-2276$06.00.
DOI 10.2146/ajhp070364
Purpose. Issues related to the validity and
reliability of measurement instruments
used in research are reviewed.
Summary. Key indicators of the quality of
a measuring instrument are the reliability
and validity of the measures. The process of
developing and validating an instrument is
in large part focused on reducing error in
the measurement process. Reliability esti-
mates evaluate the stability of measures,
internal consistency of measurement
instruments, and interrater reliability of
instrument scores. Validity is the extent to
which the interpretations of the results of
a test are warranted, which depends on
the particular use the test is intended to
serve. The responsiveness of the measure
to change is of interest in many of the
applications in health care where improve-
ment in outcomes as a result of treatment
is a primary goal of research. Several issues
may affect the accuracy of data collected,
such as those related to self-report and sec-
ondary data sources. Self-report of patients
or subjects is required for many of the
measurements conducted in health care,
but self-reports of behavior are particularly
subject to problems with social desirability
biases. Data that were originally gathered
for a different purpose are often used to an-
swer a research question, which can affect
the applicability to the study at hand.
Conclusion. In health care and social sci-
ence research, many of the variables of
interest and outcomes that are important
are abstract concepts known as theoretical
constructs. Using tests or instruments that
are valid and reliable to measure such con-
structs is a crucial component of research
quality.
Index terms: Control, quality; Data collec-
tion; Errors; Methodology; Research
Am J Health-Syst Pharm. 2008; 65:2276-84
M
easurement is the assigning
of numbers to observations
in order to quantify phenom-
ena. In health care, many of these
phenomena, such as quality of life,
patient adherence, morbidity, and
drug efficacy, are abstract concepts
known as theoretical constructs.
Measurement involves the opera-
tionalization of these constructs in
defined variables and the develop-
ment and application of instruments
or tests to quantify these variables.
For example, drug efficacy may be
operationalized as the prevention
or delay in onset of cardiovascular
disease, and the related measurement
instrument may ascertain data on the
occurrence of cardiac events from
patient medical records. This article
focuses primarily on psychometric
issues in the measurement of patient-
reported outcomes. However, similar
aspects of measurement quality
apply to clinical and economic out-
comes. Steps to improve the mea-
sures used in pharmacy research are
also outlined.
Evaluating the quality of
measures
Key indicators of the quality of a
measuring instrument are the reli-
ability and validity of the measures.
In addition, the responsiveness of the
measure to change is of interest in
many health care applications where
improvement in outcomes as a result
of treatment is a primary goal of
research. Data sources for measures
used in pharmacy and medical care
research often involve patient ques-
tionnaires or interviews. Measures
using patient self-report include
quality of life, satisfaction with care,
adherence to therapeutic regimens,
symptom experience, adverse drug
effects, and response to therapy (e.g.,
pain control, sleep disturbance). In
addition, measures can be developed